What is Financial Fitness?

Financial Fitness is holistic financial planning that encompasses multiple areas within a person’s investment and insurance portfolio. It is named Financial Fitness because being financially secure is a marathon and not a sprint. There is constant discussion on the importance of being physically and mentally fit, but the third component is being financially fit. It is rarely discussed, but is inherently intertwined with the other two.

The process of becoming Financially Fit is learned through The Financial Fitness Game Plan which is about playing “defense” first and “offense” second. There are different foundations within the Game Plan that allow a person, business or family, to see their current and future playbook. There are also scoreboards involved showing the progress made so far and the next, immediate steps, to take. It is about having both a proactive and effective plan in one place, which is neither stagnant nor convoluted.

True financial education has not been effectively (if at all) taught in schools. With continual overwhelming elder care costs, escalating student loans, and debilitating credit card debts advancing the way they are, something has to change. Whether you are a recent college grad, retired, single, married, a business owner, parents, a union worker, or someone taking care of their elderly parents, (and going broke doing so) … there is information to be acquired. Simplicity St. Louis will be both your teammate and coach in this process.

Protection

Savings

Growth